Nonprofit · EIN 39-6040219
MILWAUKEE BAR ASSOCIATION FOUNDATION INC
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $920,512 | $628,064 | $292,448 | $1,676,532 | $94,492 | $1,582,040 |
| December 31, 2023 | 990 (amended) | $554,402 | $546,272 | $8,130 | $1,392,669 | $203,591 | $1,189,078 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $893,331
- Program service revenue
- $0
- Investment income
- $21,593
- Net gain from sales of assets
- $11,756
- Net income from fundraising events
- $5,318
- Net income from gaming
- $270
- Other revenue
- $5,588
Expenses
- Grants and similar amounts paid
- $8,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $9,645
- Travel
- $2,250
- Program services (functional)
- $548,621
- Management and general (functional)
- $60,751
- Fundraising (functional)
- $18,692
Balance sheet and other
- Total assets, start of year
- $1,392,669
- Total assets, end of year
- $1,676,532
- Total liabilities, end of year
- $94,492
- Net assets, end of year
- $1,582,040
- Publicly traded securities
- $318,032
- Net assets without donor restrictions
- $698,226
- Net assets with donor restrictions
- $883,814
- Gross receipts
- $1,208,960
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1947
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SARAH MARTIS | EXECUTIVE DIRECTOR Officer | 5 | $0 | $96,213 | $22,715 |
| SHANNON ALLEN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVE PETERSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANDREW JONES | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NICK ZEPNICK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS REED | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN SPAHN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANTHONY ANZELMO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MELISSA MCCORD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MERIDITH WILKERSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NORA PLATT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JESSICA REGINATO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| AARON OLEJNICZAK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SARAH MARTIS | EXECUTIVE DIRECTOR Officer | 5 | $0 | $96,287 | $25,076 |
| PAUL BENSON | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHANNON ALLEN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANDREW JONES | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AARON OLEJNICZAK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NICK ZEPNICK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS REED | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN SPAHN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANTHONY ANZELMO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MELISSA MCCORD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NORA PLATT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JESSICA REGINATO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID PETERSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 747 N BROADWAY, MILWAUKEE, WI 53202-4302
- Principal officer (990 for 2024)
- SARAH MARTIS, 747 N BROADWAY, MILWAUKEE, WI 53202
- Signed the 990
- ANDREW JONES, SECRETARY/TREASURER
- Phone
- (414) 276-5934
- Website
- WWW.MKEBARFOUNDATION.ORG
- Return prepared by
- WEGNER CPAS LLP
Mission
TO PERFORM AND CARRY OUT CHARITABLE AND EDUCATION FUNCTIONS AND PURPOSES OF THE MILWAUKEE BAR ASSOCIATION OF MILWAUKEE, WISCONSIN AND TO FACILITATE THE ADVANCEMENT OF JURISPRUDENCE AND THE PROMOTION OF ADMINISTRATION OF JUSTICE IN THE STATE OF WISCONSIN THROUGH EDUCATION AND SCIENTIFIC RESEARCH, MORE SPECIFICALLY, BY WAY OF ILLUSTRATION AND NOT OF LIMITATION, TO PUBLISH INFORMATIONAL BOOKLETS FOR THE PUBLIC; TO PROVIDE FOR SCHOLARSHIPS OR FELLOWSHIPS FOR THE LEGAL EDUCATION OF WORTHY PERSONS; AND TO ENGAGE OR PARTICIPATE IN ANY ACTIVITY, BUSINESS OR ENTERPRISE TO CARRY OUT, OR PROCURE FUNDS FOR, THE PURPOSES OF THE CORPORATION.
Program accomplishments
- THE FOUNDATION SUPPORTS THE MILWAUKEE JUSTICE CENTER, A COLLABORATIVE PROJECT BETWEEN THE MILWAUKEE BAR ASSOCIATION, MILWAUKEE COUNTY AND MARQUETTE UNIVERSITY LAW SCHOOL, WHICH UTILIZES VOLUNTEERS TO ADDRESS THE UNMET LEGAL NEEDS OF MILWAUKEE COUNTY'S LOW-INCOME UNREPRESENTED LITIGANTS THROUGH COURT-BASED PROGRAMS AND LEGAL RESOURCES.Expenses $548,621 · grants $8,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-6040219
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1951
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Crime and legal-related (I80C)
- Assets (IRS master file)
- $1,676,532
- Income (IRS master file)
- $1,208,960
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $920,512 | $628,064 | $1,676,532 | XML |
| 990 | December 2023 | $554,402 | $546,272 | $1,392,669 | IRS |
| 990 | December 2022 | $243,024 | $269,760 | $1,161,483 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6040219).
Questions about MILWAUKEE BAR ASSOCIATION FOUNDATION INC
- What is the EIN of MILWAUKEE BAR ASSOCIATION FOUNDATION INC?
- The employer identification number (EIN) of MILWAUKEE BAR ASSOCIATION FOUNDATION INC is 39-6040219.
- Is MILWAUKEE BAR ASSOCIATION FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to MILWAUKEE BAR ASSOCIATION FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MILWAUKEE BAR ASSOCIATION FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MILWAUKEE BAR ASSOCIATION FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILWAUKEE BAR ASSOCIATION FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MILWAUKEE BAR ASSOCIATION FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names SARAH MARTIS.
- Who are the officers and directors of MILWAUKEE BAR ASSOCIATION FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does MILWAUKEE BAR ASSOCIATION FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $920,512, expenses of $628,064 and total assets of $1,676,532 at year end.
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